Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GGRUX (GOLDMAN SACHS STRATEGIC GROWTH FUND CLASS R6 SHARES) NA 14.28% 28.00% 13.69% 16.71% NA NA
Data as of 12/11/2025, Common starting date is 08/06/2015
More Performance Analytics Comparison
Name Start Date End Date
GGRUX (GOLDMAN SACHS STRATEGIC GROWTH FUND CLASS R6 SHARES) 08/06/2015 12/11/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 14.28 28.00 13.69 16.71 NA NA 17.79 32.10 42.26 -32.38 21.83 41.50 36.52 -1.15 30.73 1.81 -1.76
Sharpe Ratio NA 0.47 1.29 0.51 0.70 NA NA 0.66 1.66 2.37 -1.06 1.22 1.15 2.42 -0.12 3.87 0.12 -0.22
Standard Deviation(%) NA 24.18 19.59 22.25 21.53 NA NA 24.29 17.14 16.45 32.02 17.82 35.66 14.49 20.35 7.80 13.82 20.18
Draw Down(%) NA 24.54 24.54 37.36 37.36 NA NA 24.54 12.16 11.22 35.92 10.61 31.56 7.74 22.51 3.06 12.80 11.24
Yield(%) 0.00 30.51 21.19 13.86 15.40 9.79 7.34 26.74 8.48 6.25 7.37 12.69 17.81 19.42 33.54 25.03 3.70 5.61
Data as of 12/11/2025, Common starting date is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GGRUX (GOLDMAN SACHS STRATEGIC GROWTH FUND CLASS R6 SHARES) 4.67%
Apr 2021 – Apr 2024
9.48%
Dec 2017 – Dec 2022
16.32%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GGRUX (GOLDMAN SACHS STRATEGIC GROWTH FUND CLASS R6 SHARES) 33.02%
Dec 2018 – Dec 2021
25.09%
Oct 2016 – Oct 2021
17.22%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return